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Sponsor portfolio

LA CASA DE DON PEDRO

EIN 23-7249368-non-profit organization management-Latest filing 2024
Plans
2
Retirement
1
$6.5M assets
Welfare
1
$2.0M premiums
Participants
568
75 PARK AVENUE - NEWARK, NJ 07104973-482-8312lacasanwk.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
2 filings
#001401k-$6.5M - 310 part#501Mixed-$2.0M - 258 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 258 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Prescription drug$321K
  • Life$11K
Total $2.0M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • HORIZON HEALTHCARE SERVICES, INC.99%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA1%
  • UNITEDHEALTHCARE INSURANCE COMPANY1%
Total $2.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • ALTOMORE FINANCIAL GROUP, INC.95%
  • EDGEWOOD PARTNERS INSURANCE CENTER3%
  • ALTOMARE FINANCIAL GROUP, INC.1%
  • HORIZON INSURANCE COMPANY1%
  • CENTERSTONE INSURANCE AND FINANCIAL1%
  • +1 more
Total $90K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LA CASA DE DON PEDRO - RETIREMENT PLAN

401k

Assets$6.5M
Participants310
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LA CASA DE DON PEDRO, INC. WELFARE BENEFIT PLAN

Mixed - HORIZON HEALTHCARE SERVICES, INC.

Premiums$2.0M
Covered lives258
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LA CASA DE DON PEDRO - RETIREMENT PLAN401k$6.5M3102024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LA CASA DE DON PEDRO, INC. WELFARE BENEFIT PLANMixedHORIZON HEALTHCARE SERVICES, INC.$2.0M2582024
Retirement plans
Welfare plans
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